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Health

Measure and understand the health of your customer portfolio.

HEALTH SCORE BUILDER

Build meaningful health scores that are tailored to your business

Create health scores with sets of custom indicators.

Pull real-time metrics such as:

User activity
Product usage metrics
Support ticket volume
NPS rating

…and any other data points you need.

Set weights for each metric to fit your organization’s unique needs.Start reliably predicting future churn risks or expansion opportunities.

MULTI-TIERED HEALTH MONITORING

Get a holistic view of your customers’ health

Scores can be configured at the organization, account and contact level, as well as by customer segment and lifecycle stage.

Each score rolls up across these levels so you can both see the big picture AND dive into the details.

CSM PULSE

Improve score accuracy with CSM Pulse

No matter how advanced your health score set-up, human judgement is difficult to replace.

That’s why Velaris health scores let you incorporate manual ratings from your CSMs.

AUTOMATION

Put health management workflows on autopilot

Get alerts whenever health passes a lower or upper limit so you’ll never miss churn risks and expansion opportunities.

Create automations that populate new deals in your pipeline when the right conditions are met.

Trigger playbooks and tasks that help you respond quickly to rapid health declines.

The Customer Success Platform recommended by high-growth CS teams

“Velaris helped us save time and helped us increase our retention by easily spotting customers who are at risk of churning.”

Burhan Kaynak

“Velaris is helping us increase our customer retention.”

Shabeeb Razeen

“The best option to organize your customers and know their health.”

Alejandro Miranda

Discover more features that our customers love

Ready to discover your new Customer Success superpower?

Velaris will eliminate your team’s troubles and produce better experiences for your customers…and set up only takes minutes. What’s not to love? It’s, well, super!

Request a demo